Business Details
Your Trusted Partner for Accounting and Tax Solutions
At CGC Accountants & Advisors, we are dedicated to providing comprehensive accounting, tax planning, and business advisory services tailored to meet the unique needs of our clients. With a strong commitment to professional excellence and integrity, we specialize in outsourced CFO services, IRS tax problem resolution, succession planning, and industry-specific accounting solutions for healthcare, veterinary practices, and the equine industry. Our team leverages secure digital tools and remote collaboration to deliver efficient, client-centric services across California and beyond.Backed by decades of combined experience, we prioritize transparency, personalized service, and proactive financial guidance to help businesses build long-term value. As a trusted partner, we adhere to strict confidentiality and compliance standards, ensuring our clients' financial health and regulatory adherence. Our expansion to Redding, California, reflects our dedication to serving local communities while maintaining a global perspective on financial best practices.
Services
Outsourced CFO Services
Business Value Building
IRS Tax Problem Resolution
Succession Planning
QuickBooks Support
Healthcare Accounting
Veterinarian Practice Accounting
Horse Industry Accounting
Tax Preparation
Financial Statement Services
Highlights and features
- We offer over 20 years of experience in accounting and tax advisory services.
- Our team provides secure, remote-access financial management tools for modern businesses.
- We specialize in niche industries like healthcare, veterinary practices, and horse farming.
- Our IRS tax resolution experts handle audits, debt, and compliance challenges effectively.
- We combine personalized service with cutting-edge technology for seamless client collaboration.
What people say
Stress-free tax prep
IRS audit support
Industry-specific knowledge
Remote accessibility
Personalized service
Services
Outsourced CFO Services
Our outsourced CFO services deliver strategic financial oversight for growing businesses. We provide budgeting, cash flow management, and financial reporting expertise to support data-driven decision-making. Clients benefit from customized advisory solutions that align with their long-term growth objectives while maintaining cost efficiency. This service is ideal for companies seeking executive-level financial guidance without hiring a full-time CFO.
IRS Tax Problem Resolution
We specialize in resolving complex IRS tax issues including audits, liens, levies, and installment agreements. Our team negotiates with tax authorities to minimize liabilities while ensuring compliance with federal regulations. Businesses and individuals receive personalized strategies to address back taxes and prevent future complications through proactive planning.
Industry-Specific Accounting
Tailored accounting solutions for healthcare providers, veterinary practices, and equine industry professionals. We address unique financial challenges through specialized knowledge of industry regulations, billing practices, and operational workflows. This service ensures compliance while optimizing revenue cycles and financial performance for niche market clients.
Succession Planning
Comprehensive succession planning services help business owners prepare for leadership transitions. We develop strategies for ownership transfer, estate planning, and wealth preservation to ensure organizational continuity. Our approach balances tax efficiency with long-term sustainability for family-owned businesses and professional practices.
QuickBooks Support
Expert implementation and support for QuickBooks accounting systems. We assist with setup, training, and optimization to streamline financial processes for small to mid-sized businesses. This service enhances accuracy in bookkeeping, payroll management, and financial reporting through customized software solutions.
People
Kelli Cox
CPA, CEO
Kelli Cox, CPA and CEO of CGC Accountants & Advisors, brings extensive expertise in tax planning and business advisory services. With a background in public accounting and corporate finance, she specializes in helping businesses navigate complex financial challenges. Her leadership focuses on delivering client-centered solutions that drive long-term success.
Questions
What accounting services does CGC offer?
We provide outsourced CFO services, tax planning, IRS resolution, financial statements, and industry-specific accounting for healthcare, veterinary, and equine businesses.
Do you serve clients outside Palm Desert?
Yes, we serve clients statewide including Redding, California, with remote services available nationwide through secure digital platforms.
What industries do you specialize in?
We specialize in healthcare accounting, veterinary practice management, and equine industry financial services.
Are your services available 24/7?
Our automated tools operate 24/7, with live support available during normal business hours.
Can you help with QuickBooks setup?
Yes, our team provides QuickBooks implementation, training, and optimization services for businesses of all sizes.
